-97.0%
TOPP vs VT
+31.5%
-128.5%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | 0.0% | +2.7% | +2.7% |
| 7D | 0.0% | -1.6% | +1.6% | +0.1% |
| 30D | -9.6% | -2.5% | -7.1% | -9.5% |
| 3M | -75.7% | -1.3% | -74.4% | -75.7% |
| 6M | -86.5% | +3.1% | -89.5% | -86.4% |
| YTD | -86.0% | +10.9% | -97.0% | -86.0% |
| 1Y | -91.4% | +12.1% | -103.5% | -91.5% |
| All | -97.0% | +31.5% | -128.5% | -96.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling